Summa Prophet C-14 Interface Program
Version 1.2

Overview

The Summa Prophet C-14 program is a DOS program. It is used to convert telephone expense transactions from a Summa Prophet C-14 Call Accounting System to be compatible with the TABS III Merge Data Capture Transactions program.

The Summa Prophet C-14 program must reside in the same directory as the TABS III programs in order to work properly.

Note: The Create Validation Files program must be run before you can successfully use this data capture device interface program. The Create Validation Files program is found in TABS III by selecting the following menu options Maintenance|Integration|Create Validation Files. When creating validation files, select a Validation File Type of Data Capture Device.

The Summa Prophet C-14 Call Accounting program does not allow the entry of decimal points to separate the Client portion from the Matter portion of the TABS III Client/Matter number. The interface program assumes that the TABS III Client/Matter number entered on the phone keypad will be entered as a single number with the Client and Matter portions separated by a zero. For example, if the client/matter number in TABS III is 200.03, the number should be entered as 200003 on the phone keypad. In addition, all leading and trailing zeroes in the TABS III client/matter number must be entered. Therefore, if you have client numbers ranging from 100.00 to 9999.99, the Summa Prophet C-14 interface program requires that the same number of characters are entered for all clients. In this instance, if entering client/matter number 200.03 it would be entered as 0200003.

Installation

The Summa Prophet C-14 Call Accounting interface program (SUMMAC14.EXE) must be transferred to the directory on your hard disk where the TABS III program files reside. This is done by using the INSTALL program on the Summa Prophet C-14 Call Accounting Conversion Program disk.

To install the Summa Prophet C-14 Call Accounting interface program on your hard disk:

  1. Insert the Summa Prophet C-14 Call Accounting Conversion Program disk into your floppy disk drive.
  2. From a DOS prompt, make the floppy disk drive the default drive by entering the drive letter followed by a "colon". For example, if your floppy disk drive is drive A, then enter:
  3.         A:

  4. From the floppy disk drive prompt, enter the command:
  5.         INSTALL

    Note: The INSTALL program has a built-in search feature that will find where your TABS III program files reside. On larger network hard drives, this search feature can take quite a bit of time. If you know where the TABS III program files reside, you can bypass this search feature by entering the path following the install command. For example, if the TABS III program files reside on drive F: in a directory named "STI", you would enter: INSTALL F:\STI

  6. Follow the on-screen instructions to install the software onto your hard disk. The Install program will locate your TABS III software on your hard disk so that the interface program can be transferred to the same directory as TABS III. After the installation process, the message "Installation Complete" will be displayed.

Executing the SUMMAC14 Interface Program

Use the following procedure for conversion:

  1. Create a data file from your Summa Prophet C-14 Call Accounting system by using the Summa Prophet-Writer. Create a Client Billback report using the Account Code Detail Report format. The data file must be in the Account Code Detail Report format in order to work with the interface program. Select the phone calls you want to convert. Enter the file name, using the 8.3 format, for the data file. Transfer the data file from the Summa Prophet C-14 Call Accounting directory to the directory where your TABS III data resides.
  2. From a DOS prompt, start the interface program by entering:
  3.         SUMMAC14

  4. The first time you run the Summa Prophet C-14 program, you will be asked to enter the TABS III transaction code number that you use for phone calls.
  5. You will be asked "Do you want to keep the transaction description after import (Y/N)". If you answer "Y", this will allow descriptions for successful transactions to be merged and printed on the TABS III Cost/Payment Verification List. If you answer "N", the descriptions for successful imports will be discarded and the default description in the transaction code file is used.
  6. You will be asked to specify the file name of the Summa Prophet C-14 phone data file. The data file must reside in the TABS III directory. The file name entered here should be the same one as specified for the data file in step 1 of these instructions.
  7. You will also be asked to specify the maximum length of the TABS III client portion of the client/matter number (i.e., the number of characters preceding the decimal). For example, if the largest client/matter is 9999.99 in TABS III, the maximum length is 4.
  8. Note: Once you specify the transaction code number, the filename, whether or not you wish to keep descriptions, and the maximum length of the client portion of the client/matter number, the Summa Prophet C-14 interface program will use those same values each time you run the program.

  9. Next, you will be asked "Is it OK to continue (Y/N)?". If you enter "N" the program will be aborted. If you enter "Y" the program will look for the data file containing the Summa Prophet C-14 Call Accounting data. If the data file is found to contain data, the program will display the message "Converting transactions" followed by a counter as each transaction is read from the file. The files T3EXPKEY.REM, T3EXP.REM and T3EDESC1.REM will be created which can be merged with the main TABS III data files. You must then start TABS III and run the Merge Data Capture Transactions program. Descriptions for unsuccessful merges are kept, and will be displayed in the TABS III error report. The file name of the report is Summac14.err and can be found in the TABS III program directory.

Note: If you are not using a demo version of the Summa Prophet C-14 program, the data file specified in step 5 will automatically be deleted when the conversion is complete to avoid double posting of the data.

Note: You may change the phone call transaction code, data file name, whether to keep/discard transaction descriptions or the maximum length of the client portion of the client/matter number used by the Summa Prophet C-14 Call Accounting program. To change any of the parameters, delete the file SUMMAC14.PRM, which is created in your TABS III program directory. This will enable you to go through the setup procedure described above in Steps 3-6 as a first time user of the program.